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The Rundown

ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

28 Jan 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 24.756 Zadad Money

public.com presents the rundown your daily market update in under 10 minutes my name is zadad money and today is wednesday january 28th in today's episode we'll tell you why the u.s dollar is losing its value we'll also recap earnings from asml and starbucks and tell you why amazon plans to cut 16 000 jobs

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24.736 - 50.993 Zadad Money

Then stick around to the end of the show to learn about a secret investment by Zoom that is paying off big time. We got a great show for you today. Let's go. Stocks kept the rally going on Tuesday with the S&P 500 jumping 0.4% and closing at record highs. The Nasdaq did even better, jumping 0.9% thanks to a rally in tech stocks.

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Chapter 2: Why is the US Dollar losing its value?

51.254 - 70.272 Zadad Money

I think it's a sign that investors are optimistic that big tech companies will deliver on earnings this week. Now, let's talk about the US dollar because it is getting a lot of attention right now. The dollar has fallen about 2.6% over the last four trading days, which marks its largest four-day drop since last April when President Trump announced his Liberation Day tariffs.

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70.473 - 88.705 Zadad Money

Now, President Trump was asked yesterday about the dollar's recent slide, and he didn't sound so concerned. And to be fair, there are pros and cons to a weaker dollar. On the positive side, a weaker dollar makes US exports and services cheaper for foreign buyers. So that's good news for big multinational companies that sell a lot of stuff overseas.

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89.025 - 106.332 Zadad Money

Their stuff effectively goes on sale for international buyers. On the flip side, though, imports become more expensive for Americans and traveling abroad also gets pricier. So I guess right now, don't rush to book that European vacation just yet. I think the bigger story, though, is why the dollar is dropping in the first place.

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106.733 - 122.175 Zadad Money

There seems to be a lack of investor confidence in the stability of the US right now. So we'll see what happens, but that sets up a very interesting day today. Remember, the Fed meeting wraps up today at 2 p.m. Eastern, and while the markets aren't expecting a rate cut, all eyes will be on Jerome Powell's press conference.

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122.155 - 137.829 Zadad Money

So I'm definitely gonna be tuning into that to see what Jerome Powell has to say. And I'll recap everything on tomorrow's show and maybe even do an instant reaction on Instagram. So go follow us there. We'll put a link in the description. And if that wasn't enough drama for today, we also have Tesla, Microsoft, and Meta all reporting earnings after the bell.

137.849 - 154.467 Zadad Money

So yeah, tomorrow's episode is going to be jam-packed. I don't know how we're gonna fit everything into 10 minutes. But yeah, if you're new here, it's a great time to get subscribed to the podcast and tuning in every day to stay in the loop. Let's run through some headlines. starting with ASML.

154.647 - 171.602 Zadad Money

Shares of the Dutch company ASML are hitting record highs this morning after they reported a blowout quarter. See, ASML is a very important company when it comes to AI. They make these ultraviolet lithography machines, which are essential for manufacturing advanced chips, like for NVIDIA, Apple, and others.

171.582 - 187.744 Zadad Money

In fact, they're the only company in the world that makes these EUV machines, and they are seeing a surge in order right now thanks to AI. ASML reported 13.2 billion euros in bookings for the fourth quarter, which was nearly double the 6.8 billion euros that analysts were expecting.

187.784 - 207.949 Zadad Money

In fact, Q4 was the largest quarter of orders in the company's history, and more than half of their orders were for their most advanced machines. ASML CEOs said their customers now believe that AI demand is sustainable, so they're aggressively building out capacity, and they're gonna need more of ASML's lithography machines to do that. So because of that, ASML is raising their 2026 guidance.

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